Continuing Disclosure and Arbitrage Calculation Services

The government authority in Brea, CA needs a vendor to provide continuing disclosure and arbitrage calculation services for a one-year contract period. The selected firm must gather data, prepare required annual or semi-annual reports for municipal debt, and submit them to the city for approval at least five days before the deadline. For arbitrage compliance, the vendor must handle planning, verify rebate requirements, calculate liabilities, provide investment yield comparisons, and prepare necessary IRS tax filings. Optional scope includes monitoring and completing private placement debt reports, special assessment calculations, and expanded agency reporting. The buyer requires onshore vendors located exclusively in the USA. Performance of the work will occur both offsite and onsite. The buyer requests proposals to establish the budget. Vendors must submit all questions no later than August 27, 2026.